Aging and Your Money in Retirement 💰
Автор: Annuity FYI
Загружено: 2025-10-09
Просмотров: 1950
Описание:
In this conversation, Tom, Brian & Meg discuss the critical issues surrounding cognitive decline and financial planning as individuals age. They emphasize the importance of proactive communication with family members about financial decisions, the necessity of having a trust and power of attorney, and the growing need for long-term care. The Annuity FYI team provides practical advice on preparing for these challenges, including creating checklists and utilizing technology like AI for better planning.
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Chapters
00:00 Celebrating Milestones and Light Banter
00:15 Introduction to Cognitive Decline and Financial Safeguards
02:51 Understanding Cognitive Decline: Causes and Conversations
05:28 The Importance of Planning for Long-Term Care
07:36 Insurance and Financial Preparedness for Aging
10:26 The Role of Trusts and Power of Attorney
13:32 Proactive Planning: Ensuring Family Security
16:32 Key Takeaways and Final Thoughts
#CognitiveHealth #AgingWell #RetirementReadiness #AgingAndFinance #RetirementPlanning #FinancialSecurity #WealthManagement
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